Creating a checklist (App)

Creating a new checklist is easy, follow the below steps as we show you how.

1. Select the "Tasks" tab from the bottom menu.

    

   
   

    

2. Click the menu button in the bottom right corner of the screen (3 horizontal lines) followed by selecting "Checklists".

    

   
   

    

3. In the top right corner select "Create".

    

4. The "Create Checklist" screen will now open and prompt you to enter the checklists details including the checklist name, description and selected the venue it will apply for.

   Once the above details have been entered, you will than have the option to add elements to build the checklist in any format you require.

    

   Heading - Enter a heading to define sections in your checklist

    

   Text Field - You may want to include a note or information relevant to the checklist

    

   Checklist - Enter the items you would like the user to check off in sequence

    

   Media Attachment - Upload a photo or video for the user to refer to

    

   

    

   
   

    

5. For each element you add, you have the option to "Allow media" and "Allow comments". This will allow the user completing the checklist to upload a photo or comment in response to the element.

    

   
   

    

6. Once you are happy with your checklist, click "Review Checklist" followed by "Save". When completing this step you will also have the option to make the checklist "public" - this will allow anyone assigned to the venue to view the checklist and complete it.

7. Congratulations, you have now created a checklist.